Sandy provides operational support to team members and oversees client account logistics and transactions. She also helps to ensure that the practice and industry compliance requirements are met and assists in the development of new services and processes that will improve client experiences.
Sandy has worked in the financial services industry since 1982 at The Polaris Group and has been with Kreitler Financial since 2007. She holds Series 7 and 24 securities licenses. Sandy is a graduate of Stone Academy.
Sandy enjoys the outdoors and camping with her family.